Monthly Archives: December 2005

HOPES, DREAMS, AND INTEREST RATES

It’s no longer “accommodative,” and so the elevation may be nearing an end. But it’s also a failure, if the two-and-a-half year tightening of monetary policy’s intent was raising long rates and putting the fear of the central banking god into the hearts and minds of the fixed-income set.

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GOLD & RED

If you’re scratching your head in search of a reason why gold prices surged again yesterday, reaching nearly $540 an ounce, try reading the latest Monthly Treasury Statement for inspiration. Among the numerical revelations imparted in this accounting of government finances is the news that the federal budget deficit last month was the largest ever for a November, David Resler, chief economist at Nomura Securities in New York, wrote in a research note to clients yesterday.

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‘TIS THE SEASON

Let’s call it a holiday gift. When investors unwrap the inflation reports scheduled for release later this week, hope and even joy may be the initial response.
Consumer prices for November are expected to fall by 0.4%, according to the consensus estimate, although Briefing.com advises that even that dose of cheer underestimates what’s coming, and so forecasts a slightly steeper 0.5% decline.

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SLICING, DICING, AND OTHERWISE ACCUMULATING DEBT

Debt is in vogue these days. From the government budget to Joe Sixpack’s personal finances, there’s no shortage of red ink. The question, of course, is whether the mounting liabilities threaten or are merely a reflection of a wealthy nation indulging in what other economies can only dream of: borrowing to the hilt with no immediate consequences.

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NIMBY AND ENERGY CLASH AGAIN

High oil and gas prices may have shocked, shocked Joe Sixpack and his compatriots, but when it comes to building new refineries and other plants a solution for increasing supplies of natural gas, well, let’s not go overboard.

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TIPPING EVERY WHICH WAY

Is this the long-feared wake-up call for the bond market? Maybe, but the bond ghouls don’t give up so easy. But there’s at least reason to sit up and take notice, if only to keep things interesting and provide a change of pace for a day or two. Indeed, this week’s economic data was unmistakably positive, and in some cases far stronger than the consensus expected. The fixed-income set responded, but only modestly so far, selling the benchmark 10-year Treasury to the tune of lifting its yield to 4.52% as of yesterday’s close. That’s up about 10 basis points from the end of last week.

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NOVEMBER EQUITY SCORECARD

November 2005 Performance
(Ranked in descending order)

Russell Capitalization/Style (total returns)
Russell 2000 Growth 5.66% <--Growth continues to rebound…
Russell Midcap Growth 5.43<--In midcaps too…
Russell 2000 4.85
Russell Midcap 4.44
Russell 1000 Growth 4.31<--And in large cap growth
Russell Microcap 4.31
Russell 2000 Value 4.06<--Small value looks tired…
Russell 1000 3.81
Russell Midcap Value 3.53<--Ditto for midcap value…
Russell 1000 Value 3.29<--And large cap value
Morningstar Equity Sectors (total returns)
Energy 30.81%<--Still rockin'
Utilities 12.02<--Interest-rate sensitive--Not
Business Services 11.14
Financial Services 8.36
Healthcare 8.01
Industrial Materials 7.39
Hardware 3.86
Consumer Goods 3.24
Consumer Services 2.75
Software 1.12
Telecommunication -3.29
Media -8.06<--Ouch!
International (price change, US$)
MSCI EMERGING MARKETS 8.19%<--The global hot spots…
MSCI LATIN AMERICA 7.93<--The spicy south
MSCI CHINA 7.01<--More of the same
MSCI EASTERN EUROPE 5.75
MSCI JAPAN 4.26
MSCI WORLD 3.14
MSCI PACIFIC Ex JAPAN 3.00
MSCI EAFE 2.25
MSCI EUROPE 1.44<--Rate-hike blues?
Sources: Frank Russell Co., Morningstar, and MSCI